"Axxcess provides us with a wide variety of institutional managers coupled with alternative managers in a seamless UMA/UMH experience. Their trade order management system ensures that client trades are done efficiently and effectively."
The four-step screening process emphasizes alpha generation over a peer group benchmark, a positively skewed risk and return profile distribution, downside and tail-risk management, and consistency of returns.
Volatility in and of itself is a natural part of the markets and is not an intrinsically bad thing. However, it does have a tendency to spook investors. Much of the recent volatility can be attributed to uncertainty surrounding certain key events.
We are on a mission to redefine wealth management using the latest in AI and ML. While others stick to the status quo, we lead the way into a more innovative future. Join us on this exciting journey, and let's revolutionize wealth management together.